See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $66,770 | $95,862-30.3% | $79,550-16.1% | $134,475-50.3% |
| Participation rate | 100.0% | 75.0%+25.0pp | 69.5%+30.5pp | 81.2%+18.8pp |
| Annual return | 1.37% | -2.69%+4.1pp | 0.16%+1.2pp | 417.96%-416.6pp |
| Employer contribution / active EE | $10,537 | $3,128+236.9% | $2,413+336.7% | $4,740+122.3% |
| Participant deferral / active EE | $4,197 | $4,693-10.6% | $3,985+5.3% | $6,400-34.4% |
| Admin fee / account holder | $3,310 | $9,126-63.7% | $6,832-51.6% | $11,426-71.0% |